BRUCE STUART DAVIS (Adviser# 000408162) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 3, 2015.
| Register Name | Financial Advisers |
| Adviser Name | BRUCE STUART DAVIS |
| Adviser Number | 000408162 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000473981 WISE INVESTMENT ADVISERS PTY LTD |
| Licence ABN | 56115230147 |
| Licence Controlled By | BRUCE STUART DAVIS |
| Adviser Start Date | 2015-06-03 |
| Appointing Representative Name | WISE INVESTMENT ADVISERS PTY LTD |
| Appointing Representative Number | 000473981 |
| Appointing Representative ABN | 56115230147 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Services (Financial Planning) | Kaplan Professional |
| Bachelor of Commerce (Accounting, Finance & Systems) | The University of NSW |
| Diploma Financial Services (Financial Planning) | Kaplan Professional |
| Diploma of Financial Markets | Kaplan Professional (formerly Securities Institute of Australia) |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000473981 |
WISE INVESTMENT ADVISERS PTY LTD
Licence controlled by: BRUCE STUART DAVIS |
2015-06-03 - | WISE INVESTMENT ADVISERS PTY LTD |
| 000394795 | BROUGHAM & VAUX (AUST.) PTY LTD | 2014-09-22 - 2014-12-23 | BRUCE STUART DAVIS |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2014-03-10 - 2014-09-16 | BRUCE STUART DAVIS |
| 000301642 | CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD | 2012-12-10 - 2013-02-20 | BRUCE STUART DAVIS |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2011-12-06 - 2012-12-08 | BRUCE STUART DAVIS |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2011-07-15 - 2011-12-02 | BRUCE STUART DAVIS |
| Licence Name | WISE INVESTMENT ADVISERS PTY LTD |
| Licence Number | 000473981 |
| Licence ABN | 56115230147 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ERICA SUSAN WHITE | Wise Investment Advisers Pty Ltd | Ceased | 2017-01-13 |
| KYM DAVID RICHARDS | Wise Investment Advisers Pty Ltd | Ceased | 2015-06-09 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ERICA SUSAN WHITE | Wise Investment Advisers Pty Ltd | Ceased | 2017-01-13 |
| KYM DAVID RICHARDS | Wise Investment Advisers Pty Ltd | Ceased | 2015-06-09 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.